Shelby Financials Archives - Page 2 of 7

Shelby Financials Saved My Ministry Position

Hi – my name is Mike Martin. I am one of the National Sales Consultants with Shelby Systems serving the southern United States. Recently I visited with a pastor in my territory, and he shared an amazing story with me that everyone should read. What happened to him could occur with anyone in a leadership […]

4 Reasons QuickBooks Isn’t Enough For Churches

QuickBooks is a marketing leader for small business finances. Churches often gravitate to this option because it’s recommended by other nonprofits. But because of most church’s unique financial management needs, QuickBooks for churches is rarely the optimal choice. Researchers predict worldwide church financial fraud to reach $80 billion by 2025. That is an increase at […]

ISSUING A SINGLE PAYCHECK

This financial news is brought to you by the Alfred Johnson blog. Need to pay 1 employee but not sure where to start? Then you will love this tip. In Payroll hover over Manage, and choose Payroll Processing Select the radio button All Employees and use any of the filters that make the employee list shorter Click Search which will show all […]

Top 5 Most Requested Features in Financials Release 9.4

This financial news is brought to you by the Alfred Johnson blog. Here are the Top 5 Most Requested Features in Financials Release 9.4: New option in Accounts Payable to print checks in the order that invoices are entered Accounts Payable and Payroll has a new workflow to keep users from forgetting to download ACH […]

Bank Reconciliation Assistance

This financial news is brought to you by the Alfred Johnson blog. History: More than 20 years ago, I was managing a retail pharmacy which started accepting credit cards. We had a bookkeeper that worked a couple days a week and was paid by the hour. I discovered that she was spending a lot of […]

Using Relationships in Financials’ Accounts Receivable

This financial news is brought to you by the Alfred Johnson blog. Overview: Relationships has been added to Shelby Financials (in Release 9.0). This utility allows users to group family members together along with additional responsible people. It is most useful when creating invoices for daycare or school students, as customers, but sending AR statements […]

Using the Ad Hoc Report

This financial news is brought to you via the Alfred Johnson blog. The steps below will provide all the information you need to get started using this new Shelby Financials reporting tool. However, you also might like to review 3 lessons that will help you get the hang of it. See Lesson links below. Start the Utility […]

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